Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £230m AUM Financial Planning firm Chadwick McLean, which is based in Chester.
Read more ...Perspective buys £240m AUM Essex adviser firm
- Thursday, 23 November 2023
- Articles
Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.
Read more ...Zedra to buy global private client fiduciary firm
- Friday, 17 November 2023
- Articles
Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.
Read more ...Canaccord scales up Planning ambitions with Scottish deal
- Friday, 10 November 2023
- Articles
Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.
Read more ...Fairstone to buy £120m AUM Chartered Planner
- Friday, 10 November 2023
- Articles
North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.
Read more ...Progeny acquires 4-office Scottish Chartered Planner firm
- Tuesday, 24 October 2023
- Articles
Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.
Read more ...Perspective notches up 75th adviser acquisition
- Monday, 23 October 2023
- Articles
Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.
Read more ...Acquisitive new group MRW acquires 3 adviser firms
- Tuesday, 17 October 2023
- Articles
Newly-launched adviser firm MRW Group has acquired three financial advisory firms with the help of funding from OakNorth, a bank for entrepreneurs.
Read more ...Titan Wealth buys £630m AUM North East IFA Prism
- Wednesday, 11 October 2023
- Articles
Growing wealth manager Titan Wealth has acquired North East IFA Prism Financial Advice, adding £630m in AUM to its books.
Read more ...Wealth manager parent buys HNW client tax adviser
- Friday, 29 September 2023
- Articles
Financial advisory firm Dow Schofield Watts, which has a wealth planning division run by a Chartered Financial Planner, has expanded with the acquisition of a Lancashire-based HNW client tax specialist STS Europe.
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